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Meta to use custom AMD Instinct MI400 accelerators with 144GB of HBM4 for select workloads, report claims — could dramatically reduce cost at the expense of ver

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The custom Instinct MI455X for Meta will carry 144GB of HBM4 memory using six 8-Hi packages, whereas the full-blown Instinct MI455X will be equipped with 432 GB of HBM4 memory, according to SemiAnalysis . In addition, th…

Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer

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Fortinet does bring real volume, though, if not marquee volume. IDC ranked Fortinet first in firewall appliances shipped as of early 2023, with a 48% unit share. The company ships its own ASICs across its entry-level and…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

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Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs — will invest up to $5 billion in the Claude developer, which is already using MI355X GPUs

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The equity component runs in the opposite direction to AMD’s landmark deal with OpenAI, which handed the customer warrants for up to roughly 10% of AMD’s stock . Here, AMD is putting money into its buyer, becoming both s…

Kill switches for most powerful AI models proposed by Bipartisan bill — DHS could order throttling or full shutdown, with fines up to $20 million per day

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Covered developers would have to maintain the ability to stop inference, cut off user access, and fully shut a model down, and would have to report qualifying incidents to DHS within 15 days. Covered incidents include un…

AMD to supply Anthropic with 2 gigawatts of Instinct MI450 GPUs — will invest up to $5 billion in the Claude developer, which is already using MI355X GPUs

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The equity component runs in the opposite direction to AMD’s landmark deal with OpenAI, which handed the customer warrants for up to roughly 10% of AMD’s stock . Here, AMD is putting money into its buyer, becoming both s…

Z.ai powers up a 1-gigawatt AI data center built entirely on Chinese chips, report claims — GLM developer now runs multiple 10,000-chip clusters with zero Nvidi

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The source didn’t name the chip supplier, but Z.ai’s recent training history points to Huawei. The company released GLM-5.2 in June , an open-weight model purportedly trained entirely on Huawei Ascend accelerators with n…

Anthropic hit with largest-ever $1.5 billion penalty in copyright lawsuit — court says training AI on published material is fair use, but startup’s pirated libr

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Jowi Morales is a tech enthusiast with years of experience working in the industry. He\u2019s been writing with several tech publications since 2021, where he\u2019s been interested in tech hardware and consumer electron…